IGV
iShares Expanded Tech-Software Sector ETF
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ETF and Market Evaluation for week of 02/21/2023
ETF and Market Evaluation for week of 02/21/2023
ETF and Market Evaluation for week of 02/21/2023
ZM died after earnings, here's my next earning play for tonight: SNOW
Salesforce stock rallies on earnings beat, hiked outlook - $CRM
Going against the tide on growth. Simply do not care.
Cloudflare - Thoughts on possible growth speedup (mild hopium)
IGV is Showing Potential to be a Lucrative Investing Opportunity
Watch List For 3/26/2021 -- Look you need to research 'Sector Rotation'.
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I mean for the most part, this month has indeed been about Iran and it has been the Main Topic, but I really don't think today has been for a change of pace outside the energy sector. Vol is fairly chill, the IGV is down 4% while the SMH is green, and most SPX sectors are in the green at least as of this post. It literally does look as if we took a break from Iran jitters and threw it back to earlier this year where anything Anthropic announced bombed the sector it affected.
Yeah if oil is removed as a factor today, this action does look similar to earlier where we were shooting everything that may be disrupted by AI, with one difference... Memory appears to be in deep trouble of potentially tipping over. (even though it appears that way, IGV is still lagging SMH) Next time tech lags for a period, everyone should listen though. It's likely going to end in tears, I mean, it even did with Biden twice (the second time was minor though).
MSFT is dying because it is the biggest holding in IGV software ETF that is getting killed because of Claude. When they release claude 5.0 in 2 months it will get rekt even more.
Just full ported IGV. We will see...
yesterdays gains just immediately wiped out.. fuck me software.. IGV -3.5%
watch MSFT, retesting low of previous IGV crash. Currently trading at same P/E as 2022 market bottom. Easy buy.
And indexes are done much more than 5%. Dow is down 9%. SPY was down 7% at the lows Friday. My god look at IGV and software. And every Mag 7 down mix more than 5%.
IGV is at near April 2025 levels MSFT the same sure NVDA and SOXX has held up but their earnings are stronger than ever same with MSFT and the other MAG7. No its not a "crash" but the reality is we are far off ATHs on most tech stocks while the broader index has held up better than tech. XLE is up 34% YTD rotation is making the market look stronger than it is.....
software doing ok. may load up on some IGV shares.
I'll look into it thanks, I've been wheeling mega caps. Assignment risk is real these days. Also punted IGV recently. I'm also naked on PM margin.
If you look at the 3 month chart, when the majority of the money was deposited, I am. The mix of cash also dilutes the return. This is a savings account that also functions as a play account with no more than 10% of the account value. You can see that in the available funds. I have 100 shares of IGV currently up ~3.5% If I didn't have money collecting interest, the return over 3 months would be two option plays that netted 60% returns each. The total account balance has fluctuated as I withdraw and deposit funds.
I have 100 shares of IGV and the rest is cash. My last two options plays were longer dated and netted 60% returns.
Gotcha, good point. I got into IGV leaps while Vix was still in the teens. Have MSFT, NOW, BUG, and PATH shares... the whole Saas-magedon is so dumb
If anyone here want to swing the SaaSpocalypse, don't take MSFT. MSFT is the worst thing on earth. Take IGV calls or leaps. Some big open interest in may by the way.
Thanks for sharing. The wrestling guy makes this legendary. But IMO, you have a lot of cash and you need to survive on it. If you have to trade it why not trade on something you know will still leave you with something tomorrow? Like, wheel VXX or USO if you **must** gamble. But if you want to survive, wheel BRK-B, UNH, or SMH. Or IGV. These will keep you afloat.
I got that. If you’re only doing $4k total that’s not high risk, but it might not be capital efficient. As you said, you’ve gained virtually nothing. But in a crash the losses would make it just a waste. A good stock to sell CSPs on would be worth having after the draw down. For instance, if I sold a CSP against IGV, it’s twice the exposure of TQQQ, but I’ll be happy owning it after a crash knowing I’ll get the value back faster. I’ve sold CSPs on this every other week in the past month or so and whether I buy shares, sell CSPs or buy calls, I win.
I rotated out of oil (OXY) and into MSFT. UBER, DKNG and IGV. Market will move on good news.
depends what you are shorting. Ya dont short IGV but I have build up a decent short position on EWY, has a lot of room to fall
IGV inversing QQQ again today, TEAM running on layoff news
Someone just got 23.2 million of $IGV puts
I think the hedge fund trade is long semi conductors short software. DXY goes up is a risk off signal so they unwind their semi longs and cover IGV shorts. Now that we are risk on the opposite happens
DXY is under 99. Crude Oil at $88. I've noticed recently that if the DXY goes up then so do the software names in $IGV. If DXY goes down then foreign stocks and industrial stocks like $DE & $CAT go up. This might be just a temp correlation thou. I'm betting on the volatility being over and the bottom is in. I added to $DE as I am just going to trust the charts.
IGV sell programs are so back
Might end up looking exactly like the Microsoft and IGV chart. Round trip.
IGV will get a bump if the AI trade unravels imo
And that explains the tech move after it had looked as if it was going to hold just fine after the first 40 mins. I guess at least the IGV is still up though, I bought a tiny bit of NOW recently and will try to add a little more.
Delta on QQQ and IGV today pretty interesting, could be short covering in SAAS but still fun to see
Check options on the $EW ETF's. Do you think the DXY short squeeze is over and Trump will cave on Crude Oil prices? That's the trade. I might lose my shorts figuratively if the DXY breaks above 100. If you think the DXY & Crude Oil is going higher than buy $IGV. For some reason software has been an inflation hedge & moving higher on a strong DXY and lower on a weak DXY. It's proyly just correlation and not causation, but that's what the charts are showing me.
IGV etf stocks holding up good
What you could also do us add one more conflunce to the mag7. Spy/qqq/(insert: XLK/XLC/IGV) the sector etf premium flow. If all 3 align with the corresponding Mag7, I’m pretty sure the probability would be really high
right when IGV is catching a bid? good luck
I dont feel like RDDT has been super IGV tied recently, it feels like it trades on its own in general
man... as a rddt long, tbh its not looking good. nearly no bounce w/ this IGV bounceback, huge rejection again today of 150 level. I think institutions are well aware how popular this name is w/ retail investors and they're going to yank it around down here for a while, to kill near-dated calls. my guess is another flush it coming down to 120 area before it finally starts an uptrend.
bought some IGV calls today... seemed like a good idea at the time... hmmm
The unloved stocks are about to start popping as the war settles down. Crypto, big tech, IGV
Long - $EWJ & $EWY. Hedge $GLD. BTD opportunity? $XLE once the shaky hands sell. $IGV after the next pullback and retail throws in the towel. Why is the WSB scoreboard all about 1 sector? That's not gonna work in a bear market. How do you sell your winners & rotate into the losers??
I think some foreign capital is coming back into our markets. Weakness in Asia and Europe markets (because they are more exposed to oil shocks and other risks because of Iran). Just yesterday the Nikkei and Korean markets ripped lower. Badly. Then we pumped today. Maybe some of that capital is coming into Bitcoin and rebuilding positions in U.S. equities? Also if you pull up a chart IGV and Bitcoin are correlated since last October.
I don't mind tech stocks. Sell me on a tech stock. But too many on this reddit channel are 100% invested in tech. And it's BTD in the same stocks every single day. BTD in the $IGV stocks today proyly isn't a bad idea if you haven't been BTD every single fricking day since January. This place needs to learn the term diversification.
I have no interest in bitcoin so I will leave that to others. The IGV sell off was random with no understanding of who can potentially be impacted and who would actually benefit. The classic ‘throwing the baby out with the bath water’. I , like others, are picking through the wreckage for the ones that shouldn’t have been treated like all the rest.
Could be a mix of short covering plus renewed rate-cut/AI-capex optimism, so correlations can snap back quickly after oversold moves. No position in BTC or IGV here, just watching whether volume still confirms after the bounce.
I genuinely dont understand markets, people just realised this within a week when IGV was at a major support level. At first it felt the huge volumes I was seeing on IGV was just people closing their positions near a critical support position but now the optimism seems real
IGV is at a good place rn. Can buy then book the cost basis when it back to ATH and invest it in safer assets and let the Profit rin
$IGV dip was a no brainer last week.
https://www.tradingview.com/symbols/CBOE-IGV/?timeframe=60M buy IGV and forget about it for 2-3 months and enjoy +20%.
which are your favorites within IGV? Or are you buying the index in general
IGV looks like it's about to explode from a TA standpoint
No. IGV is 70bps lower than spy premarket.
Honestly why should bombing the shit out of a weak country cause my CRM or IGV long to go down anyway? Should have no impact
I’m too regarded to read. So do I buy IGV
Do it with ETFs instead. IGV is so low it’s about to drop through the floor on Monday. But with MSFT and PLTR as the top two positions in it, you really shouldn’t lose.
Thanks, I'm already have into REITs. 20% of my portfolio is industrial REITs such as Prologis, Eastgroup & Goodman group I do think that long term IGV will do just fine and most of its holdings will either integrate AI or be replaced with better firms
Couldn't decide which oversold SaaS company to buy, but found $IGV ETF that owns them all. W
Meh, probably not anymore. MSFT is still considered part of the OpenAI complex. However Msft is being traded more closely to IGV than an OpenAi proxy
OpenAI signs with the Department of War LMAO IGV limit up
Cmon IGV you know you wanna free fall. Lets have Semi's and SaaS both fail
I've thought about it. It makes sense that if $NVDA or AI sells off that $IGV stocks would indirectly be a beneficiary. I started buying $SONY instead going more for the Apple route of NOT spending on AI. $MSFT, $AMZN, etc are spending their entire cashflow for 2026 on AI.
Honestly i just think the hedgie trade of the month is Long SMH short IGV so now that is unwinding
IGV vs SOXX - sector rotation - clearly visible today
Who would have thought buying the $IGV yesterday could have been a hedge against $NVDA selling off. This maybe something to watch.
QQQ: -1.5% IGV: +1.8% Very weird market.
big reversion in the SMH vs IGV pair trade, might have bottomed
No disrespect to him, but no shit. I'm all in on IGV now.
Opinion on which of these is best to pair with NVDA calls for tomorrow. -QQQ puts -IWM puts -IGV puts
Anthropic said they want to work with SaaS companies instead of killing them (not that they can or they would have been going for the entire market share in every sector). Market breathed a sign of relief so now we have this cautiously optimistic rally. It's not full risk-on yet because IGV is still down 20% YTD and Mag 5 are still really cheap so the S&P is being held up by a handful of sectors or it would have been down. The bubble is in retailers. This is a great time to load up on some fundamentally solid businesses like SOFI, PLTR, HOOD, MSFT, META, etc. When IGV goes back up, it's a real risk-on sentiment shift.
IGV might never be green again
Well I definitely went shopping .. I guess I just don’t believe ClaudeCode is going to replace every software company in the IGV ha … fear is always a good opportunity to make or lose money https://preview.redd.it/vrek28rtsklg1.jpeg?width=1320&format=pjpg&auto=webp&s=526f1b2d9d799dd0ad5e1e8a09e774f38735ee7d Show me some love this year AppLovin with your beautiful and morally dubious adtech and possible social media platform announcement
IGV. Screaming buy right now, not too late at all
I don't like IGV etf, because it hold oracle and Palantir.
Gonna need IGV to stop pussyfooting around and start ripping for realsies.
I’m looking at IGV. Will buy if it hits 70
I have some CRWD SNOW MDB FROG. Generally have IGV and NOW.
Don’t worry, at least your MSFT will follow IGV in red day
Going to be another day of QQQ up 1%, IGV up 3% and MSFT red This shit is going to 0. Book it.
Even when IGV and MAGS pumping MSFT still can't do shit
Just bought the dip on IGV. Maybe I'm regarded.
AI WAS a tailwind, now the entire ecosystem wonders if the AI ROI is worth the valuations for the hyper scalers, multiples compress at each station in the AI railway, and now we are in a sideways trend less teach channel, dumbasses look at a chart and think IGV is oversold and you can make 20-30% in a trade because the market over reacted because of Claude. Meanwhile institutional bags in tech are being unloaded. Precious metals and international are overbought, US exceptionalism is questionable. So where is the yield? Where is the capital going next? What is something safe you can make a return that won’t get spooked? Commodities and oil, late cycle shit. I’m literally too woke on this stuff to know where to hide. It’ll be a bear market at some point this year some maybe I just buy treasuries and wait it out.
It's like 1 to 1 IGV performance. Rip microdick.
Equites outside of IGV have been ignoring 🌽for months.
Retail is the longest its ever been on software/IGV while hedgefunds are more short than liberation day. It aint over. The retards got the money.
Don't know, but I ain't gonna touch these stocks for now. Just looked at the sales volume of IGV 🤮
Just buy some long dated $IGV calls.
I am ready to catch the falling knife in $IGV. Sold 140k worth cash secured puts today
Software seems to be such a mixed bag. I bought a little IGV to get exposure but I think there is going to be some big winners vs losers in the group. It’s hard to see Microsoft not come out strong on the other side of this… but adobe im not as sure about
They are talking about IGV index stocks